Vic Rosati
Vice President & Financial Advisor
As a Vice President & Financial Advisor, Vic offers a multitude of services including comprehensive wealth planning, tax, trust and estate advisory, investment management, risk management, and cash management. He centers his approach to wealth management around four core values:
- Service: Vic delivers deeply thoughtful and distinct advice regarding asset allocation, as well as levels of service and experience that make all clients referenceable. Timely communication and attention to detail are important aspects of Vic’s service, and he actively looks for opportunities to go above and beyond the expectations of clients.
- Accountability: Vic puts his clients and their best interests first, providing integrity, due diligence, transparency, and hard work in his pursuit of the best wealth management service he can offer.
- Proactivity: Vic takes a proactive and collaborative approach to wealth management, staying ahead of trends or changes and openly communicating with his clients, collaborating with them to make the best financial decisions for their specific circumstances.
- Family: This is more than a job for Vic; he cares and works for his clients and thinks of them as an extension of his own family. He is proud to have built multi-generational relationships spanning decades with his clients.
Prior to joining Seventy2 Capital, Vic worked in financial services for over three decades, serving as a financial advisor at Merrill Lynch, UBS, and Morgan Stanley. Vic attended Saint Petersburg College where he received his degree in Business Administration and Economics. Outside of work, Vic enjoys spending time with family.